No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS/ BLUE SHIELD EIN 36-1236610 NONE | Claims processing; Other fees Service code 12 | — | $5.5M |
| PREMISE HEALTH SYSTEMS, INC EIN 23-3057155 NONE | Contract Administrator Service code 13 | — | $2.0M |
| CAREMARK PCS HEALTH LLC EIN 05-0340626 NONE | Contract Administrator Service code 13 | — | $1.3M |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $506K |
| VITECH EIN 13-3785492 NONE | Other services Service code 49 | — | $399K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $395K |
| ERIN KEANE EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $308K |
| HEALTH EQUITY NONE | Contract Administrator Service code 13 | 15 W. SCENIC POINTE DRIVE DRAPER, UT 84020 | $287K |
| RVK, INC. EIN 93-0910652 NONE | Investment advisory (plan) Service code 27 | — | $280K |
| GREAT LAKES ADVISORS, INC EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $240K |
| CORVEL CORPORATION EIN 95-3382819 NONE | Contract Administrator Service code 13 | — | $226K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $206K |
| MERCER HEALTH BENEFITS, LLC EIN 34-2015463 NONE | Consulting (general); Actuarial Service code 11 | — | $201K |
| DAN SHEFFIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $198K |
| WASHINGTON CAPITAL MANAGEMENT, INC. EIN 47-2614791 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $177K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $167K |
| LORI SELJAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $166K |
| REINHART EIN 39-1126909 NONE | Legal Service code 29 | — | $164K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $161K |
| BAIRD ADVISORS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 227 W. MONROE ST CHICAGO, IL 60606 | $149K |
| TRACY SOHST EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $145K |
| KELLY HUNT EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $134K |
| ROBERT MOYER EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $131K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $123K |
| MICHAEL KRANTZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $123K |
| ALLONE HEALTH RESOURCES EIN 36-3867945 NONE | Other services Service code 49 | — | $123K |
| COLIN HANNIGAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $111K |
| MARY VAZQUEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $101K |
| MARGARET ROBERSON EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $92K |
| MEGAN SCHIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $92K |
| ANNETTE GRANGO EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $89K |
| PAMELA WATTERS EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $85K |
| SHARON NORMAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $83K |
| JEAN RYAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $81K |
| LEE FOSSEY EIN 36-1033970 NONE | Contract Administrator Service code 13 | — | $78K |
| VICTORIA SUAREZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $77K |
| MARIA GALINDEZ-NAVARRO EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $76K |
| IRIS GOMEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $69K |
| LAROYIA OSHODE EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $65K |
| PILLAR RX CONSULTING EIN 83-0714696 NONE | Consulting (general) Service code 16 | — | $60K |
| JEANINE HOWARD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $60K |
| SHIH-CHI CHOU EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $59K |
| MARCHE JOHNSON EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $54K |
| PART D ADVISORS EIN 85-3689655 NONE | Other services Service code 49 | — | $31K |
| UNITAS GLOBAL EIN 88-1387014 NONE | Other services Service code 49 | — | $28K |
| DOCUWARE CORPORATION EIN 14-1826943 NONE | Other services Service code 49 | — | $23K |
| MEAGHAN SOHST EIN 36-1033970 NONE | Claims processing Service code 12 | — | $20K |
| KATHLEEN KERSTOWSKE EIN 36-1033970 NONE | Claims processing Service code 12 | — | $12K |
| LOGAN CONSULTING NONE | Consulting (general) Service code 16 | 2 NORTH RIVERSIDE PLAZA, SUITE 1440 CHICAGO, IL 60606 | $11K |
| MARA BLUME EIN 36-1033970 NONE | Claims processing Service code 12 | — | $10K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 7,091 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,702 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,793 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 0 | $276K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 0 | $276K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.